Altigen ACM 6.5 Manual de usuario Pagina 1

MaxCommunicator™ManualMAX Communication ServerRelease 6.57/2009 4503-0001-6.5

4 MaxCommunicator ManualInstalling MaxCommunicator on a Client SystemWhen the above items are done, follow these steps on the client machine:1. Exit a

MaxCommunicator Manual 5InstallationDowngrade Procedure1. Go to Control Panel > Add/Remove Programs and remove the MaxCommunicator 6.5 program and

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MaxCommunicator Manual 7Getting StartedCHAPTER 3Getting StartedStart MaxCommunicator from the Microsoft Windows Start menu, by choosing Start > Al

8 MaxCommunicator Manual(Subsequently, when you log in, you’ll see the IP address in the Server Name field. You may use the drop-down list to select a

MaxCommunicator Manual 9Getting Started• You have an AltiGen-certified IP phone or are using IPTalkConsult your system administrator or authorized Al

10 MaxCommunicator ManualOverview of the Main WindowOnce you log in to MaxCommunicator, the main window appears, providing tools to manage and monitor

MaxCommunicator Manual 11Getting StartedClick a Number to Make a CallAll phone numbers become underlined when you pass the cursor over them. Click an

12 MaxCommunicator ManualYou can choose the buttons you want and the order in which you want them. See “Customizing the Display” on page 17.The Dialer

MaxCommunicator Manual 13Getting Started• Idle—the extension is not in use• Play VM—playing voice mail (The Duration field displays the duration of t

WARNING!Toll fraud is committed when individuals unlawfully gain access to customer telecommunication systems. This is a criminal offense. Currently

14 MaxCommunicator ManualHistory—A history of your incoming, outgoing, and missed calls. Columns include: Direction (incoming, outgoing, missed), Numb

MaxCommunicator Manual 15Getting Started• Available (System) (the system greeting is used)• Available (Personal) (your personal greeting is used)• Me

16 MaxCommunicator ManualNote: If the system administrator has disabled the Do Not Disturb feature for the extension, the DND feature will not be avai

MaxCommunicator Manual 17Getting StartedUsing the Windows Tray Phone IconAfter you log in, the MaxCommunicator icon is displayed in the Windows tray,

18 MaxCommunicator Manual• Resize MaxCommunicator windows by using the standard Windows method: place the cursor at a window edge or corner, then drag

MaxCommunicator Manual 19Getting Started• Sort columns in ascending or descending order by clicking the column heading. An ascending (first to last)

20 MaxCommunicator ManualThe buttons displayed in your MaxCommunicator are in the right-hand list. To remove a toolbar button, select it and click Rem

MaxCommunicator Manual 21Getting Started• Make a tab a separate window independent of the MaxCommunicator main window by dragging it out by its tab,

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MaxCommunicator Manual 23Using MaxCommunicatorCHAPTER 4Handling Calls with MaxCommunicatorMaxCommunicator call handling-related functions include:• A

MaxCommunicator Manual iiiContentsCHAPTER 1About MaxCommunicator . . . . . . . . . . . . . . . . . . . . . . . . . . . .1New in Release 6.5 . . . . .

24 MaxCommunicator ManualDialing OutTo dial a number, click in the dialing field, enter a number or name, and then click the Dial button or press Ente

MaxCommunicator Manual 25Using MaxCommunicatorThe Call Information panel displays the state of the call:Dialing Speed Dial NumbersTo dial speed dial

26 MaxCommunicator ManualTo edit a speed dial number in MaxCommunicator, double-click in its Type, ID, or Name columns. The Extension Speed dialog box

MaxCommunicator Manual 27Using MaxCommunicatorUsing Call WaitingDuring a call, you may receive another incoming call. To answer the call, click ringi

28 MaxCommunicator ManualAt any time before or after the person you’re transferring to answers the phone, you can cancel the transfer by clicking the

MaxCommunicator Manual 29Using MaxCommunicatorNote: You can forward a call to an auto attendant without answering it by clicking the To AA button whi

30 MaxCommunicator Manual• Dragging—While connected to one party, drag a Hold call to the Connected call, or drag a number from the Directory, Speed D

MaxCommunicator Manual 31Using MaxCommunicatorCanceling Conference CallsYou can cancel the conference using any of the following methods: • Click the

32 MaxCommunicator ManualMeetMe ConferenceIf your company has this feature available, you can schedule a phone meeting to take place at a specified ti

MaxCommunicator Manual 33Using MaxCommunicator• Select an existing meeting to perform a function on it (for example, to start or stop the meeting). Y

iv MaxCommunicator ManualMinimizing and Exiting MaxCommunicator . . . . . . . . . . . . . . . . 16Shrinking MaxCommunicator . . . . . . . . . . . .

34 MaxCommunicator ManualThe following parameters apply to all meetings:Parameter DescriptionID The conference ID is created by the system.Scheduler T

MaxCommunicator Manual 35Using MaxCommunicatorFill in the fields of the Create Meeting dialog box, and click OK. See the following sections for direc

36 MaxCommunicator Manual1. Specify the duration of the meeting, using the Up/Down arrows.2. If the meeting is to begin as soon as it is scheduled, se

MaxCommunicator Manual 37Using MaxCommunicator1. In the Duration field, specify the duration of the meeting, using the Up/Down arrows.2. In the Start

38 MaxCommunicator Manual4. Select either On Date to specify a day of the month by number (for example, the 10th day of the month) or select On to spe

MaxCommunicator Manual 39Using MaxCommunicatorStarting and Stopping a MeetingThe meeting host and the MaxAdministrator (“Admin”) can start and stop a

40 MaxCommunicator ManualContinuing a Meeting Beyond Its Duration TimeWhen the scheduled meeting time is up, the meeting may continue if no other sche

MaxCommunicator Manual 41Using MaxCommunicatorTo record a call—While connected to a call, click the Record button, or right-click the call and selec

42 MaxCommunicator Manual8. In the Account Code dialog box, select an account code if a list is displayed, and click OK. If a list is not displayed, e

MaxCommunicator Manual 43Using MaxCommunicator• Heard voice mail messages are indicated by a white, open envelope.• New messages marked urgent are in

MaxCommunicator Manual vChoosing Extensions to Monitor . . . . . . . . . . . . . . . . . . . . . . . . 46Reading the Monitor List . . . . . . . . .

44 MaxCommunicator ManualSave at Remote Server or Export LocallyYou can save a message as a .wav file that you can play back later. To do so, select t

MaxCommunicator Manual 45Using MaxCommunicatorForwarding Voice MailTo forward a voice mail to an extension or a VM Group1. Select the voice mail and

46 MaxCommunicator ManualMonitoring the Activity of Other ExtensionsIf your system administrator has configured your extension for monitoring specific

MaxCommunicator Manual 47Using MaxCommunicatorReading the Monitor ListThe monitor window includes these fields: State, Extension, Name, Activity, DND

48 MaxCommunicator ManualNote: Click on the column headings to sort the data.The History tab displays the following fields:• Direction—indicates if th

MaxCommunicator Manual 49Using MaxCommunicatorUse the Delete button to delete selected calls in the history list. Use the Delete All button to delete

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MaxCommunicator Manual 51ConfigurationCHAPTER 5Configuring Your MaxCommunicatorUsing the MaxCommunicator Configuration window, you can configure the

52 MaxCommunicator ManualGeneral InformationThe General Info screen lets you edit your password and the default trunk access code, release the link ti

MaxCommunicator Manual 53ConfigurationNote: The call being transferred must originate from an AltiGen PBX system running AltiWare ACC/ACM 5.0 or late

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54 MaxCommunicator ManualNote: Forwarding calls to a pager is possible but not recommended since callers will only hear what is heard when calling a p

MaxCommunicator Manual 55Configuration• Single Call Waiting—sets up single call waiting. This feature gives an alert tone (audio beep) to indicate th

56 MaxCommunicator ManualSetting Up One Number AccessTo set up one number access,1. Click Extension > One Number Access in the Configuration window

MaxCommunicator Manual 57Configuration4. If you want, check the Verify Caller ID based on the following check box and then specify the incoming phone

58 MaxCommunicator ManualMessage NotificationYou can specify how and when you’d like to be alerted to new messages when you’re away from your desk. Cl

MaxCommunicator Manual 59ConfigurationWorking with Voice Mail Groups (Distribution Lists)You can set up voice mail groups (distribution lists) to for

60 MaxCommunicator ManualTo create a personal voice mail group1. Click the New button in theVM Group Edit dialog box. The Create Group dialog box open

MaxCommunicator Manual 61ConfigurationCall Alert OptionsIf you want MaxCommunicator to inform you when you have a call, specify your desired method(s

62 MaxCommunicator ManualVoice Mail Play OptionsChoose Options > Play Voicemail in the Configuration screen to set voice mail play options. You can

MaxCommunicator Manual 63ConfigurationUse Database Selector—Check this check box to allow integration of your company’s CRM database with your MaxCom

MaxCommunicator Manual 1OverviewCHAPTER 1About MaxCommunicatorMaxCommunicator is call management software for the general desktop PC user. It runs wi

64 MaxCommunicator Manual• Server—The IP address of the Microsoft OCS clientUse Windows default credentials—Either check this check box to use Windows

MaxCommunicator Manual 65ConfigurationSelect a theme and click Apply to see the change, or click OK to accept the theme. The theme changes without re

66 MaxCommunicator Manual• Echo Suppression—Check this check box if you are experiencing echo. • ToS(Hex)—The ToS byte indicates the type of service.

MaxCommunicator Manual 67ConfigurationThe Enable IPTalk Log check box is available only if you’re using IPTalk. The Application log is for MaxCommuni

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MaxCommunicator Manual 69Errors and TroubleshootingAPPENDIX AErrors and TroubleshootingThe following errors may be displayed as login or connectivity

70 MaxCommunicator ManualTroubleshooting IP Connectivity from a Remote LocationIf problems occur connecting to your company’s MAX Communication Server

MaxCommunicator Manual 71IndexNumerics802.1 66AAA state 12Account Codes 41ACT 1, 62all calls recorded 40answer options 55auto attendant 28auto upgra

72 MaxCommunicator Manual hold 12hold button 26hold pending 12, 47Iidle state 13installation requirements 3IP connectivity, troubleshooting 70IP exten

MaxCommunicator Manual 73Vvoice mailforwarding 45playing 43voice mail group 59voice recording 42voice through list 66Voicemail tab 14WWindows tray 17w

2 MaxCommunicator ManualACT!/GoldMine® SupportMaxCommunicator 6.5 supports ACT! 2005, 2006, 2007, 2008 (version 10) and GoldMine® 6.0, 6.5, and 6.7 co

MaxCommunicator Manual 3InstallationCHAPTER 2InstallationThe client system must meet the following minimum requirements. • IBM/PC AT compatible syste